INVEST

IN CALIFORNIA

Don’t just give. Invest.

Join an exclusive group of strategic philanthropic givers committed to creating a permanent funding infrastructure for the next generation of center-right non-profit infrastructure in California. The Endowment is an ideal vehicle for individuals or family foundations who seek to no longer just give to causes, but rather invest for the longer term alongside like minded individuals who share a passion and long term vision for California.

HOW IT WORKS

  • • Contribute alternative assets, such as real estate and private equity, which can be held indefinitely

    • Receive high-touch, customized philanthropic support

    • Enjoy the flexibility of our “yes we can” approach to implementing creative solutions

    • Seamlessly integrate with/complement your other giving vehicles

  • • Contribute 30-60% of your adjusted gross income, depending on the types of assets donated

    • Deduct 100% of a donation of cash or publicly traded stock on date of transfer

    • Deduct 100% of the fair market value of non-publicly traded assets (as opposed to only the cash basis for a private foundation donation)

    • Pay no tax on the fund’s income

    • Transfer assets from your private foundation to the DAF

    • Give on your own timetable, with no minimum distribution requirement

    • Set aside money during high income years so you can fund charitable giving during other years

  • Charitable giving encompasses more than just cash donations. You may be able to attain a new level of giving you may not have considered possible through assets you already own. You can use our expertise to quickly and easily donate hard-to- value assets to donor-advised funds or other types of charitable giving accounts. We specialize in accepting complex assets, including:

    Gifts of Privately Held Business Interests

    • C-Corp or S-Corp Stock

    • Limited Liability Company (LLC) Interests

    • Limited Partnership Interests

    Gifts of Real Estate

    • Personal Residence

    • Commercial Property

    • Farmland or Undeveloped Property

    • Other Real Property

    Other Alternative Asset Gifts

    • Life Insurance Policies

    • Retirement Plans

    • Negotiable Instruments (such as notes receivable)

    • Oil and Gas Interests

    • Private Equity

    This list is not intended to be all-inclusive of acceptable complex assets. Gift acceptance is dependent upon asset review and approval.